Skip to content
Disclosery

FLAGSHIP HARBOR ADVISORS, LLC: CLSE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLAGSHIP HARBOR ADVISORS, LLC on CLSE, newest first. How the timeline and the estimate are built.

FLAGSHIP HARBOR ADVISORS, LLC held 825,375 CLSE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 825,375 shares
    Change vs previous 13F +62,585 shares

    1.08% of the 13F portfolio, value $28,174,162.

    13F-HR 0001691766-26-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 762,790 shares
    Change vs previous 13F +57,331 shares

    0.94% of the 13F portfolio, value $21,464,893.

    13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 705,459 shares
    Change vs previous 13F +30,205 shares

    0.91% of the 13F portfolio, value $19,280,190.

    13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 675,254 shares
    Change vs previous 13F +45,859 shares

    0.77% of the 13F portfolio, value $17,583,568.

    13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 629,395 shares
    Change vs previous 13F +14,652 shares

    0.7% of the 13F portfolio, value $14,708,966.

    13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 614,743 shares
    Change vs previous 13F +81,828 shares

    0.7% of the 13F portfolio, value $13,284,600.

    13F-HR 0001691766-25-000002 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 532,915 shares
    Change vs previous 13F +20,113 shares

    0.64% of the 13F portfolio, value $12,209,079.

    13F-HR 0001691766-25-000001 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 512,802 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $11,420,081.

    13F-HR 0001691766-24-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).